Exciting New Enhancement for Annuity Care II
Clients between ages 40 to 69 can now get up to 4x leveraging on their premium dollars - e.g. turn $100k into $400k tax-free for LTC!
Persona:
Ages 40 to 69
No current major health issues
Own a non-qualified annuity with gains
Have no LTC plan in place or need to supplement
Additional Annuity Care II benefits
Turn non-qualified annuities from tax-deferred to TAX-FREE for LTC
4x leveraging for ages 40 to 69 & 2.5x leveraging for ages 70 to 80
True monthly LTC benefit versus pro-rated amount for days of care
Client Concierge assigned at claim time to work 1-on-1 with family
A+ rated company (A.M. Best) with 95 Comdex score
If you have any questions in the meantime, please feel free to reach out to your Watermark rep.